+76.1%
XBI vs IJR
+25.5%
+50.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.6% |
| 7D | +0.9% | -0.2% | +1.0% | +1.0% |
| 30D | +7.1% | -2.4% | +9.5% | +9.1% |
| 3M | +22.9% | +3.9% | +19.0% | +19.1% |
| 6M | +29.7% | +12.4% | +17.3% | +17.3% |
| YTD | +34.5% | +21.5% | +13.0% | +15.6% |
| 1Y | +76.1% | +24.0% | +52.1% | +50.0% |
| All | +76.1% | +25.5% | +50.6% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IJR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling